Tax Tips on Capital Gains
Tax season can be stressful, but it also offers an opportunity to look at the tax implications of your investment strategies and plan for the year ahead. You may want to take time to consider the tax treatment of capital gains.
Time to Update Your Beneficiaries?
Updating account beneficiaries is especially important when someone experiences life changes such as divorce, remarriage, or a death in the family. Even if that’s not the case, it’s a good idea to review account beneficiaries on a regular basis.
THE RETIREMENT PLANNING SPECIALISTS, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below: The Retirement Planning Specialists, LLC 5460 S. Quebec Street, Suite 333 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406 www.RPSpecialists.com